Estate Planning

Protecting and providing for your loved ones is part of what makes life worthwhile. Learn how you can leave a larger, more tax-efficient legacy for your heirs and ensure the wealth you’ve worked hard to build lasts beyond a generation.

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Estate Tax Strategies for Today

You know the adage. Nothing is more certain in life than death and taxes. What is uncertain is how much tax your heirs will pay when you die. With today’s estate tax exemption, you can transfer $11.7 million ($23.4 million for married couples) free of estate and gift tax. The bad news? These unprecedented levels…

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